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About us
True Peace Financial Solutions LLC is a small business in Overland Park, KS. We are professional, agile, professional and our goal is to Bring Financial Peace to individuals who are planning their retirement.
Our work environment includes:
Overview: We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a Customer Service Representative, you will be responsible for providing exceptional service to our clients and ensuring their satisfaction. This is an exciting opportunity to work in a fast-paced environment and contribute to the success of our organization. Duties: - Respond to customer inquiries and provide accurate information about our products and services - Assist customers with troubleshooting issues and provide solutions - Manage customer accounts and maintain accurate records in our CRM system (Salesforce) - Collaborate with internal teams to resolve customer concerns and escalate issues when necessary - Identify opportunities for upselling or cross-selling our products and services - Conduct regular follow-ups with customers to ensure their needs are met - Provide feedback to the product development team based on customer insights and suggestions - Stay up-to-date with industry trends and developments in order to provide informed recommendations to customers Requirements: - Previous experience in customer service or a related field is preferred - Excellent communication skills, both written and verbal - Strong problem-solving abilities and attention to detail - Ability to analyze customer needs and recommend appropriate solutions - Proficiency in using CRM systems, preferably Salesforce - Knowledge of project management principles is a plus - Familiarity with SaaS (Software as a Service) and financial services is beneficial - Ability to work well in a team environment and collaborate effectively with colleagues - Proven ability to build and maintain strong customer relationships We offer competitive compensation, comprehensive benefits, and opportunities for career growth. If you are passionate about providing exceptional customer service and thrive in a dynamic environment, we would love to hear from you. Apply today!
Job Type: Full-time
Pay: From $21.00 per hour
Expected hours: 40 per week
Benefits:
Compensation package:
Schedule:
Ability to Relocate:
Work Location: In person
Full Time
Investment Management
$42k-53k (estimate)
03/27/2024
04/02/2024
truepeacefinancial.com
Overland Park, KS
<25
Investment Management
The job skills required for Client Service Advisor include Customer Service, Planning, Products and Services, Problem Solving, Communication Skills, Attention to Detail, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Service Advisor positions, which can be used as a reference in future career path planning. As a Client Service Advisor, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Advisor. You can explore the career advancement for a Client Service Advisor below and select your interested title to get hiring information.